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MENA economy to shrink in 2026 before 6.5% rebound -BMI
BMI analysts are expecting different economic performances for the region
India is better cushioned for Hormuz’s reclosure but the risk premium is climbing again
Diversified sourcing bought refiners room to manage, a prolonged Hormuz closure would still inflate the import bill, and Qatari LNG…
IMF now sees MENA economy contracting 0.5%
Global growth, on the other hand, is still forecast at 3% as the war and an AI boom cancel each…
IMF and ADB both trim India’s growth outlook, pinning the cut on post-war energy costs"
The downgrades are modest, but they reflect the growing impact of external risks on India’s economy
Oxford Economics sees faster growth ahead, conditional on a peace that could still fall apart
Lower oil lifts the outlook, but the truce is fragile, tariffs are coming, and AI supply chains run through vulnerable…
RBI sees inflation anchored despite energy shock
Plus: PMI slows on weaker demand
Middle East fuel shock drives margin squeeze for Indian road logistics, says ICRA
ICRA expects listed road logistics companies’ operating margins to shrink by 200 bps in FY 2027
RBI holds rates while announcing measures to attract foreign capital
The RBI kept rates unchanged while unveiling tax breaks, investment relaxations and FX incentives to lure foreign capital and buffer…
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